Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. I could go on, but I won’t.

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Adaptive Business Services

APRIL 3, 2024

Once again, and I probably repeat myself, typically messages generated by these third-party platforms will not sync over to Nimble contact records. Because these will go out as individual messages via Gmail, they will attach to contact records in Nimble. These generally will have the features that Nimble will be introducing.

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CRM X-functional Contact Consult 71

Adaptive Business Services

MAY 1, 2024

1,000 calls per month = approximately 46 contacts per day. If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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Appointment Cold Call Sales CRM 77

Adaptive Business Services

FEBRUARY 9, 2022

Prospector will allow you to view, create, or edit any Nimble contact record and can do so from any web page including your social networks. Your Nimble contact record can include a direct link to that person’s social profiles or , at least with LinkedIn, I could use that link to go directly to that person’s activity listing.

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Networking CRM Contact Consult 143

Adaptive Business Services

OCTOBER 4, 2023

Reminders can be applied to existing emails from your message inbox or within existing contact records. Zapier will work with probably most 3rd party web form applications such as Contact Form 7. The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services. That will do it for this month.

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Adaptive Business Services

JANUARY 24, 2024

A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. This was our contact record. A time saver but also a way to group message a specific set of contacts with information that will be specifically of value to them. Template emails. By industry.

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Adaptive Business Services

MARCH 6, 2024

A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! UPDATE – Nimble has added a points vs. pixels option, in a drop down box, within the email compose window. Are you thinking about a CRM?

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Martech

NOVEMBER 14, 2023

Figure out how you want to segment and then reverse engineer that backwards,” said Ali Schwanke, founder of consultancy Simple Strat, in a presentation at The MarTech Conference. Bringing back ghosted contacts It’s inevitable that some customers go silent. But are marketers going about this the right way?

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Adaptive Business Services

JANUARY 10, 2024

Field mapping a form applies to creating fields in contact records. When a new submission is received, it shows an “activity” in the contact record which includes all fields, mapped or not. In this case … the workflow is used to determine whether or not this person or a company, and what they want, is a good match for your services.

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Adaptive Business Services

SEPTEMBER 6, 2023

Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. They are the same as tasks with two exceptions … they have a specific custom name and you can specify whether or not to update your last contacted date (read on). Notes – Just what they say.

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CRM Contact Clients Consult 71

Adaptive Business Services

MARCH 8, 2023

Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company. This means that … Notes for this project will be mixed in with all other notes related to this contact record.

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Adaptive Business Services

DECEMBER 13, 2023

Key features include new form submission notifications as well as the ability to automatically create contact records and, if desired, add those to a workflow. Assuming that you have created a pipeline, you can convert a workflow contact to a deal record, if applicable. Nimble has just released an update to its web form offering.

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Adaptive Business Services

NOVEMBER 1, 2023

I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. Deal records, which are generally associated with one or more contact records, are placed in pipelines.

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CRM Commission Contract Referrals 71

Adaptive Business Services

JULY 26, 2023

If you would like to learn more about Nimble and whether or not it might be the right choice for you, please book a free 30-minute Zoom consultation with me. No Stats) appeared first on Adaptive Business Services. The post Here’s HOW a CRM Will Increase Your Sales! (No

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Adaptive Business Services

AUGUST 23, 2023

Web forms (think contact forms for your website) are close to being released. If yes, Please book a free 30-minute Zoom consultation with me. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. Automations will also be coming to messaging. I have seen screenshots.

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Adaptive Business Services

FEBRUARY 14, 2024

Stage #2 – The sales person researches for company and the key contact(s). appeared first on Adaptive Business Services. Let’s build a very simple lead qualification process (workflow) around BANT … Stage #1 – The lead is received and assigned to a salesperson. Stage #4 – The elements of BANT are satisfied.

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Adaptive Business Services

JUNE 14, 2023

Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! If you would like to learn more about Nimble CRM and my training services, please feel free to book a free 30-minute Zoom consultation with me. You will demonstrate the ability to keep your commitments.

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Adaptive Business Services

NOVEMBER 16, 2022

Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. Nimble offers a variety of workflow templates, for all different aspects of your business, that can be modified, or you can build your own from scratch.

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Adaptive Business Services

JULY 6, 2022

Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute). Tags allow you to organize your contacts and the stay in touch reminder will remind you to, are you ready? Use tasks to set tickler reminders for the next date of contact needed. Here we go!

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Adaptive Business Services

SEPTEMBER 15, 2021

We used to call them Contact Managers, but should we really be managing our contacts? In one cartoon the pointy-haired boss exclaims to Dogbert the Consultant who is trying to sell him an ISO 9000 program, to paraphrase …. Aren’t you the same consultant who sold me that worthless TQM program!?” Leading where? Idaho joke.

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Adaptive Business Services

AUGUST 11, 2021

Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Book a free 30 minute Zoom consultation with me to discuss those. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services.

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Adaptive Business Services

AUGUST 24, 2022

How are you with things like privacy settings, connecting email and calendars, as well as importing contact records from Outlook or Google? . Every business that I have worked with has their own unique needs. How can you leverage Nimble to receive its maximum benefit for your business needs? The list goes on ….

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Adaptive Business Services

NOVEMBER 10, 2021

For several years now Nimble has offered a way for you to create and to track business opportunities or deals. This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts based on your pipeline(s). Watch the video!

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CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

JULY 28, 2021

I still had contacts in this industry although it had been several years since I had actually worked in it. My plan was to contact each and every one of the key people who I knew who were in the best position to refer me to potential clients. I spent three years in sales before deciding to go into consulting full-time.

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Networking Referrals CRM Cold Call 77

Adaptive Business Services

JUNE 1, 2022

Nimble CRM Contact Records. When you look at a contact record on Nimble, the left side of the record is composed of boxes that show specific sets of data. A couple of the newer ones include converting a company record to a person record or vice versa and also placing a notice on the contact record. You can do that.

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Adaptive Business Services

JANUARY 11, 2023

In October of 2021 I was contacted by an electric sign company where I had previously served as a partner during the 1990’s. Please book a free 30-minute Zoom consultation with me if you would like to find out more. They had lost one salesperson to COVID and another was returning home to the east coast. Maybe I can do the same for you?

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Adaptive Business Services

APRIL 13, 2022

The eye opener was when people contacted me about the course, and despite the significant cost savings should they choose to go that route, folks wanted one-on-one training. Book a free 30 minute Zoom consultation with me ! The post How I Train Businesses to Use Nimble CRM appeared first on Adaptive Business Services.

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Adaptive Business Services

JUNE 2, 2021

These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. Responsible for maintaining effective communication between users and consultant, scheduling and directing client subject matter experts, and ensuring smooth project progress.

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Adaptive Business Services

MAY 4, 2022

Contact the inquirer. If you would like to learn more about Nimble CRM, and whether or not it might be right for your business, please book a free 30 minute consultation with me. The post The Importance of “Next Step” Planning in the Sales Process appeared first on Adaptive Business Services. Assign the lead.

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Adaptive Business Services

MARCH 23, 2022

Realized I didn’t want to do that forever, so I went back to school, got my MBA from the University of Minnesota Carlson School, spent 14 years in corporate marketing, 10 years with a small B2B-focused agency, then started my own consultancy in 2017. How about telling them a little bit about your business?

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Sell Objectives and Key Results Networking Pitch 101

Adaptive Business Services

NOVEMBER 13, 2019

Next, I began to systematically contact every commercial realtor, architect, developer, and construction company who I had worked with previously on a signage project. Another example might be an accountant, an attorney, a financial planner, a banker, and an HR consultant. It was marginal at best but I made it work. That’s what.

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Networking Electricity Construction Referrals 78

Sales Hacker

AUGUST 7, 2020

Orange Business Services. samsales Consulting. Head of Sales, Emerging Business. Chasse Consulting: Sales Strategies, Inc. Launch Consulting Group. Allied Contact Management. Empowering Coaches, Consultants & Solo-Entrepreneurs. Head of Sales – SMB New Business Acquisition.

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Territory Presentation Strategic partnership Strategize 121

Adaptive Business Services

FEBRUARY 22, 2023

These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email messages (depending on your CRM). The post Privacy and Nimble CRM appeared first on Adaptive Business Services.

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CRM Contact Consult Business Services 14

Adaptive Business Services

JANUARY 2, 2024

EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record. These templates can be used for group messages (same email but personalized for each recipient) or sent to individual contacts. We will discuss all of this when we meet.

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Hubspot

SEPTEMBER 26, 2012

Research released earlier this year by Sabio and the Customer Contact Association showed that anywhere between 25% and 40% of the calls that are being handled by UK contact centers are unnecessary or avoidable. You can check out his marketing and customer service blog and connect with him on Twitter @adrianswinscoe.

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Service Customers Education Legal 74

Adaptive Business Services

MARCH 16, 2022

When I first started using CRM (Customer Relationship Management) software in the late 80’s, they were based on DOS, desktop only, and we called them Contact Managers. However, if for example you want inquiries from your website to go directly into your CRM via a connection with your contact form … good application.

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Adaptive Business Services

JUNE 30, 2021

Nimble Prospector is available as an add-in for your Outlook and Outlook 365 inboxes that allows you to bring your Nimble contact database directly into those interfaces. In fact, please feel free to follow this link to my calendar to schedule a free 30-minute Zoom consultation with me! Your Follow-ups Become Trackable and Timely.

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